Best Practice & Common Questions

Working in a Fundriver test environment (UAT database)
Test environments (UATs) are created for clients, typically upon their request, to apply different scenarios or customizations to their data and review out...
Tue, Feb 20, 2024 at 12:01 PM
Disabling of TLS (Transport Layer Security) versions 1.0 and 1.1
Fundriver is committed to providing a secure environment for your data. Transport Layer Security (TLS) is a cryptographic protocol that allows for secure, e...
Mon, Sep 28, 2020 at 9:42 AM
Considerations When Changing Posting Frequency in Fundriver
This article covers issues to consider if an organization is planning on changing it's posting frequency in Fundriver. Unitization: A change in postin...
Fri, Oct 22, 2021 at 3:36 PM
Managing Endowment Funds Under NYPMIFA
NYPMIFA permits expenditures from a historical gift, as long as these 8 factors are considered: 1. the duration and preservation of the endowment fund; ...
Wed, Apr 21, 2021 at 12:51 PM
Fundriver Client Data: Number of Years Used for Average Spending Rules
Many Fundriver clients calculate their spending based on the values of funds, their investment pool, or unit price over a number of years.  The chart below ...
Mon, May 18, 2020 at 3:32 PM
CPI Adjustment
The Fundriver interface has a standard Consumer Price Index (CPI) Utility that can be configured to create automatic inflation adjustments.  The inflation a...
Thu, May 13, 2021 at 2:46 PM
How Do Percent Average Spending Calculations Work in Fundriver Balance?
This article demonstrates how a spending calculation in Fundriver Balance will impact a specific fund, using rules that calculate based on Average of Pool, ...
Wed, Feb 14, 2024 at 12:53 PM
Fundriver Client Data: Spending Updated Dec. 2019
Fundriver compiled data from over 400 current clients to determine trends in different types of spending policies among different sized endowments. For ...
Fri, Nov 20, 2020 at 12:29 PM
Fundriver Client Data: Spending
In 2016, Fundriver compiled data from 202 current clients' spending policies to determine trends in different types of organizations (and among organiza...
Fri, Nov 20, 2020 at 12:28 PM
Fundriver Client Data: Distributions
When an organization's endowments are unitized, there are two general approaches for handling distributions:  1) the distributions can impact the number...
Fri, Nov 20, 2020 at 12:19 PM